How to create a new project

The default status as per your settings is entered, you can change this if required.

Click
Save
.

If you want to edit these entries, click the
Settings
link on the project menu bar. You can now begin adding jobs/calls/tickets and other activities to the project. You can also add transactions by selecting the project when creating sales, purchases or other accounting transactions.

Deleting a project

You can only delete a project if no Sales, Purchases or Accounting entries are attached to it. If you've already invoiced Sales or Purchases for the project, Brightpearl will check with you first, then detach all accounting transactions from the project before deleting it.

Only project admins can delete a project. Once deleted it cannot be recovered.

How to delete a project

Go to
Projects > List Projects
.

Locate the project, using the filters if necessary.

Click the delete dustbin icon next to the project.

Closing a project

To close a project the following is required:

All jobs must be closed

All Sales Quotes and Sales Orders attached to the project must be invoiced

All Purchase Orders attached to the project must be invoiced

When a project is complete you can mark it closed so that no further activities or events can be assigned to it. It can be re-opened in the same way if required.